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Role Based Views in Dynamics CRM – New version released

Hi All,

Finally got some time around to work on the bug fixes in the my codeplex tool ‘Role Based Views in Microsoft Dynamics CRM’. The new version has been uploaded in codeplex site- https://rolebasedviews.codeplex.com

Thanks everyone for the huge downloads and making the tool so popular.

What’s fixed in this version

  • Error in the tool for users without security roles
  • Intermittent error in the lookup view of the entities configured for role based views
  • Compatibility with CRM 2015 online update 1

 

Please visit the link https://rolebasedviews.codeplex.com and go to ‘Downloads’ section and download the release – Role Based Views – CRM 2015 Version.  Please download both the managed solution as well as the executable as using the new version of the managed solution with the old executable would give an error.

New to the tool? Please check for the Documentations tab at https://rolebasedviews.codeplex.com to learn how to use this tool for your need.

 

P.S – This version involves some schema changes in the configuration entities used by the tool and installing the latest version on top of the previous versions might not work properly. So if you are already using a version of this tool its best to uninstall the old version and install the new one.

However if there are lot of configurations that you have done already and do not want to loosed the data by uninstalling the solution, here are steps you need to follow. You should be logged in as administrator to perform the below steps.

  • Login to Advanced Find and look for the entity – ‘Role View Configuration’ and select the Active View.

image

  • Once you view the results, couple of changes you need to make.
    • In the column hidden views, you would find the value set as “<View 1> @<View 2>”. You would need to replace the name of the views with their GUIDs like ‘<View Guid 1>@<View Guid 2>
    • A new field called ‘View Id’ (schema name – rb_viewid) has been introduced in the entity. If you have the ‘View Name’ field populated for a row, you need to fill the ‘View Id’ field with the GUID of the ‘View Name’ field value.

 

 

Reach out to me at debajit.prod@gmail.com for any issues.

 

Hope this helps!

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About Debajit
I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

5 Responses to Role Based Views in Dynamics CRM – New version released

  1. Subh says:

    is it compatible with CRM 2016 SP1 and SP2 version?

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